Client Onboarding Associate - Wealth/Investments
il y a 2 jours
Northwich
Client Onboarding Associate - Wealth Management/Investments - 12 months FTC Our client is one of the UK's top Asset Managers that are looking for a Client Onboarding analyst to join their Client Operations function. The role plays a key part in ensuring new and existing clients are set up accurately, efficiently, and in line with regulatory and business standards. What you'll do: * Process new client and portfolio setups, validate instructions, and maintain accurate client data * Handle changes to existing client information, including bank details, addresses, fees, and online access * Work closely with internal teams and third-party administrators to ensure smooth workflows * Manage documentation and ensure all records are stored correctly * Support query resolution and contribute to continuous process improvement * Uphold our core principles: Client, Excellence, People, and Integrity About you: * Experience in Financial Services (Wealth Management preferred) * Strong attention to detail and accuracy * Able to work under tight deadlines and manage multiple priorities * Confident communicator with strong teamwork skills * IT-proficient and proactive in problem-solving * Data entry or client service experience is an advantage If you're organised, client-focused, and eager to contribute to a high-performing operations team, we'd love to hear from you. This is a 12 months FTC that includes a salary of up to £30k + benefits and has potential to extend